Larson Financial Group’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Larson Financial Group’s Portfolio FPF Stock Details FPF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,500	Closed	-$26.4K	–	3834
2026 Q1	$26.4K	Hold	1,500	–	–	﹤0.01%	1689
2025 Q4	$28K	Hold	1,500	–	–	﹤0.01%	1528
2025 Q3	$28.7K	Hold	1,500	–	–	﹤0.01%	1440
2025 Q2	$28.2K	Hold	1,500	–	–	﹤0.01%	1327
2025 Q1	$27.6K	Sell	1,500 -300	-17%	-$5.56K	﹤0.01%	1243
2024 Q4	$32.4K	Sell	1,800 -380	-17%	-$7.14K	﹤0.01%	1044
2024 Q3	$42.6K	Hold	2,180	–	–	﹤0.01%	956
2024 Q2	$40.1K	Hold	2,180	–	–	﹤0.01%	865
2024 Q1	$39.1K	Buy	2,180 +1,505	+223%	+$26.1K	﹤0.01%	752
2023 Q4	$11K	Hold	675	–	–	﹤0.01%	987
2023 Q3	$10.1K	Hold	675	–	–	﹤0.01%	995
2023 Q2	$10.5K	Hold	675	–	–	﹤0.01%	917
2023 Q1	$10.7K	Hold	675	–	–	﹤0.01%	911
2022 Q4	$11.4K	Hold	675	–	–	﹤0.01%	824
2022 Q3	$11K	Hold	675	–	–	﹤0.01%	765
2022 Q2	$13K	Buy	675 +420	+165%	+$8.22K	﹤0.01%	636
2022 Q1	$6K	Hold	255	–	–	﹤0.01%	762
2021 Q4	$6K	Buy	+255	New	+$6.35K	﹤0.01%	776

Other funds holding FPF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PPG

Peak Planning Group Centennial, Colorado $443M AUM 37.39% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Larson Financial Group's FPF Position: Q2 2026 in Review

Larson Financial Group sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q2 2026, closing a stake of 1,500 shares — an estimated $26.4K sold.

Larson Financial Group first reported a position in FPF in Q4 2021 and held it in 18 quarters. The position peaked at $42.6K in Q3 2024. 118 funds tracked by Wall St. Rank hold FPF as of Q2 2026.

Larson Financial Group reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q2 2026 after selling out during the quarter.
Larson Financial Group sold 1,500 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2026, an estimated $26.4K.
Larson Financial Group first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2021 and held it in 18 quarters.
Larson Financial Group's First Trust Intermediate Duration Preferred & Income Fund position peaked at $42.6K in Q3 2024.
118 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.